Setup

Travel and mileage

Go to Settings → Travel Settings.
Enter your base of operations — where trucks leave from.
Set the free radius (miles with no charge) and the rate beyond the radius per mile.
Use Test It with any address to see the real driving distance and fee.

Distances are actual driving routes, not straight lines. On each estimate the driving distance fills in from the customer's address; the estimator can type over it or turn travel off. In a service plan, travel is charged on every visit.

More in Setup

Start here: setup checklist Create your company account App Lock and Face ID Company profile and logo Your account: name, password, email, delete Managing your team on the office web page Services offered The office web page Rate sets: standard and contract rates Price one surface the same as another Square-foot pricing: bands or tiers Service minimum Stairs pricing Upholstery pricing Add-ons and extra charges Payment terms and card fees Sales tax by state Branches, franchises and state licenses Currency, metric and temperature Proposal wording Lead sources Promo codes and employee perk codes Service reminders ("time for your next cleaning")Bluetooth laser measures Routes — the route owns the jobs W-9 and insurance certificate for commercial customers Price sheets to print or export Connect QuickBooks Online Emails when a customer answers Webhooks — send data to Zapier, Make or your CRM Invite your team and choose roles Price changes on site — as needed, within a limit, or locked Permission to scan and photograph Photos & video notice (marketing and training)Required before sending ("stupid proofing")Screenshots, the security log, and people who leave Training courses Condition charges — wool, woven, soil, pets Walls, countertops and bathroom fixtures Plan & Billing Booking accepted proposals in ZRWare (Zerorez)Export customers to a spreadsheet Automatic follow-ups on proposals Online booking, deposits and cancellations Arrival windows and how long jobs take Team chat — one on one, groups, photos and videos Bring your customers in from QuickBooks Zones (your service area by zip code)Bring customers in from a spreadsheet Capacities, time off and blocked time Franchise systems — stores, zips and system totals Payments — use your own processor Splitting revenue — secondary techs, multi-route jobs, and revenue after costs What you do — setting up your services Departments Late fees on overdue invoices Refunds — card payments and QuickBooks Reports and sharing Switching companies Monthly goals Preflight Leadership — one-on-ones, scorecards and personal goals Kudos and Employee of the Month